VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,663 hedge funds and large institutions have $26B invested in Vanguard Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 731 increasing their positions, 613 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
26.23%
Holding in Top 10
170
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.49%
% of All Funds
2.68%
New
102
Increased
731
Reduced
613
Closed
61
Calls
$19.6M
Puts
$7.58M
Net Calls
+$12.1M
Net Calls Change
-$1.22M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$116M
3
Bank of America
Bank of America
North Carolina
+$61M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$53.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
3
AAS
Annex Advisory Services
Wisconsin
-$168M
4
LPL Financial
LPL Financial
California
-$126M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
676
Acorn Wealth Advisors
Michigan
$2.3M +$3.58K +18 +0.2%
BMM
677
Berkshire Money Management
Massachusetts
$2.29M -$120K -603 -5%
GJIA
678
Glass Jacobson Investment Advisors
Maryland
$2.28M +$2.28M +11,465 New
Vontobel Holding
679
Vontobel Holding
Switzerland
$2.28M -$112K -565 -5%
BFG
680
Beacon Financial Group
Texas
$2.28M -$3.36K -17 -0.1%
CWM
681
Calamos Wealth Management
Illinois
$2.27M +$26.7K +134 +1%
IBOK
682
Independence Bank of Kentucky
Kentucky
$2.27M -$11.9K -60 -0.5%
FUBT
683
First United Bank & Trust
Maryland
$2.27M +$235K +1,180 +12%
GLLW
684
Graves Light Lenhart Wealth
Virginia
$2.27M – – –
RWA
685
Ropes Wealth Advisors
Massachusetts
$2.27M +$204K +1,028 +10%
SC
686
Stephens Consulting
Michigan
$2.27M -$71.2K -358 -3%
WI
687
Wintrust Investments
Illinois
$2.27M -$994 -5 -0%
FA
688
Forefront Analytics
Pennsylvania
$2.26M +$8.95K +45 +0.4%
WTB
689
Washington Trust Bank
Washington
$2.25M -$151K -761 -6%
SFG
690
Sage Financial Group
Pennsylvania
$2.25M +$219K +1,103 +11%
BRM
691
Boston Research & Management
Massachusetts
$2.24M -$35.8K -180 -2%
AWM
692
Apollon Wealth Management
South Carolina
$2.2M -$161K -811 -7%
BWM
693
Brickley Wealth Management
California
$2.2M -$54.5K -274 -2%
HFAS
694
Hummer Financial Advisory Services
Illinois
$2.19M – – –
NFP
695
Narus Financial Partners
Utah
$2.18M +$23.9K +120 +1%
SPIO
696
Seven Post Investment Office
California
$2.17M – – –
TIM
697
Tortoise Investment Management
New York
$2.17M -$88.7K -446 -4%
RWP
698
Revolve Wealth Partners
New Jersey
$2.17M -$243K -1,224 -10%
KSWA
699
Kathleen S. Wright Associates
Pennsylvania
$2.16M -$6.76K -34 -0.3%
BFG
700
Berger Financial Group
Minnesota
$2.15M +$120K +605 +6%
26 27
28
29 30